# US 8,543,504 B1 · Systems and methods for automated invoice entry

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- Number: US 8,543,504 B1
- Document ID: US8543504B1
- Status: Granted
- Kind: B1
- Application number: 13/076,035
- Filed: 2011-03-30
- Granted: 2013-09-24
- Earliest claimed: 2011-03-30
- Assignees: JPMorgan Chase Bank, N.A.
- Applicants: Scott Harris; Joshua Lavinsky; Setty Sreeharsha Dasa Anjayaiah
- Inventors: Scott Harris; Joshua Lavinsky; Setty Sreeharsha Dasa Anjayaiah
- Web page: https://patentgrep.com/patent/US8543504B1

## CPC

- G06Q 30/04: Billing or invoicing
- G06Q 20/102: {Bill distribution or payments}
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

The present invention is directed to methods and systems for the transfer of paper invoices into electronic invoices for electronic submission from a seller to a buyer. The systems and methods described herein use matching logic to transfer details of the paper invoices into electronic invoices, thereby streamlining the process of invoicing.

## Claims

### Claim 1

A computer-implemented method for generating an electronic invoice comprising:
receiving, at a programmed computer, a set of invoice field values provided by a user;
automatically mapping, using the programmed computer, the invoice field values provided by the user to create mapped data fields;
receiving, using the programmed computer, an image of an invoice of the user comprising invoice data, the invoice data including identifying data of a buyer;
matching, using the programmed computer, the mapped data fields with the invoice data to create matched invoice data;
determining, using the programmed computer, whether the buyer is a public company or a private company;
verifying, using the programmed computer, the public company is in good standing upon determining that the buyer is a public company, wherein the matched invoice data is permitted to be processed for entry upon determining the public company is in good standing;
verifying, using the programmed computer, the private company has a credit card on file upon determining that the buyer is a private company, wherein the matched invoice data is permitted to be processed for entry upon determining the private company has a credit card on file; and
inserting, using the programmed computer, the matched invoice data into an electronic invoice form to create an electronic invoice.

### Claim 2 (depends on 1)

The computer-implemented method of claim 1, further comprising providing a manual mapping tool.

### Claim 3 (depends on 2)

The computer-implemented method of claim 2, wherein the mapping tool is used by the user to manually map at least a portion of the invoice field values.

### Claim 4 (depends on 1)

The computer-implemented method of claim 1, further comprising displaying the mapped data on a computer screen of the user.

### Claim 5 (depends on 1)

The computer-implemented method of claim 1, wherein at least a portion of the invoice field values comprise a range of tolerances for the invoice field values.

### Claim 6 (depends on 5)

The computer-implemented method of claim 5, further comprising determining whether data in the image of the invoice falls within the range of tolerances.

### Claim 7 (depends on 6)

The computer-implemented method of claim 6, further comprising notifying the seller when data in the batch of production invoices does not fall within the range of tolerances.

### Claim 8 (depends on 1)

The computer-implemented method of claim 1, further comprising providing the electronic invoice to a second user.

### Claim 9 (depends on 1)

The computer-implemented method of claim 1, further comprising providing instruction values for the set of invoice field values to the user.

### Claim 10

A system for generating an electronic invoice comprising:
a processor;
a memory; and
an application stored in the memory of the system and executable by the processor, wherein the application functions to:
receive a set of invoice field values provided by a user;
automatically map the invoice field values provided by the user to create mapped data fields;
receive an image of an invoice of the user comprising invoice data, the invoice data including identifying data of a buyer;
match the mapped data fields with the invoice data to create matched invoice data;
determine whether the buyer is a public company or a private company;
verify the public company is in good standing upon determining that the buyer is a public company, wherein the matched invoice data is permitted to be processed for entry upon determining the public company is in good standing;
verify the private company has a credit card on file upon determining that the buyer is a private company, wherein the matched invoice data is permitted to be processed for entry upon determining the private company has a credit card on file; and
insert the matched invoice data into an electronic invoice form to create an electronic invoice.

### Claim 11 (depends on 10)

The system of claim 10, wherein the application provides a manual mapping tool.

### Claim 12 (depends on 11)

The system of claim 11, wherein the mapping tool is used by the user to manually map at least a portion of the invoice field values.

### Claim 13 (depends on 10)

The system of claim 10, wherein the application displays the mapped data on a computer screen of the user.

### Claim 14 (depends on 10)

The system of claim 10, wherein at least a portion of the invoice field values comprise a range of tolerances for the invoice field values.

### Claim 15 (depends on 14)

The system of claim 14, wherein the application determines whether data in the image of the invoice falls within the range of tolerances.

### Claim 16 (depends on 15)

The system of claim 15, wherein the application notifies the user when data in the image of the invoice does not fall within the range of tolerances.

### Claim 17 (depends on 10)

The system of claim 10, wherein the application provides the electronic invoice to a second user.

### Claim 18 (depends on 10)

The system of claim 10, wherein the application provides instructions for the set of invoice field values.

### Claim 19

A non-transitory computer readable medium having stored thereon a plurality of instructions, the plurality of instructions including instructions that, when executed by a processor, cause the processor to perform the steps of a method for generating an electronic invoice, the method comprising the steps of:
receiving a set of invoice field values provided by a user;
automatically mapping the invoice field values provided by the user to create mapped data fields;
receiving an image of an invoice of the user comprising invoice data, the invoice data including identifying data of a buyer;
matching the mapped data fields with the invoice data to create matched invoice data;
determining whether the buyer is a public company or a private company;
verifying that the public company is in good standing upon determining that the buyer is a public company, wherein the matched invoice data is permitted to be processed for entry upon determining the public company is in good standing;
verifying the private company has a credit card on file upon determination that the buyer is a private company, wherein upon determining the private company has a credit card on file, wherein the matched invoice data is permitted to be processed for entry upon determining the private company has a credit card on file; and
inserting the matched invoice data into an electronic invoice form to create the electronic invoice.

### Claim 20 (depends on 19)

The non-transitory computer readable medium of claim 19, further comprising providing a manual mapping tool.